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Accounts you can transfer

To transfer assets to Fidelity from another firm, first open a compatible Fidelity account.

Account to transfer Compatible Fidelity account  
Brokerage Account The Fidelity Account® Open Now
Traditional IRA Traditional IRA Open Now
Roth IRA Roth IRA Open Now
SIMPLE-IRA SIMPLE-IRA Open Now
SEP-IRA SEP-IRA Open Now
Rollover IRA Rollover IRA Open Now
     
Already have a compatible Fidelity account? Transfer an account.
Account to roll over Compatible Fidelity account  
401(k) or other pre-tax qualified plan* Rollover IRA Open Now
Designated Roth Account Roth IRA Open Now
403(b) – pre-tax Rollover IRA Open Now
457(b) – government Rollover IRA Open Now
     
Already have a compatible Fidelity account? Roll over an eligible workplace account.

*Qualified plans include profit-sharing, money purchase and Defined Benefits plans.

Not sure what to do? You can always call 800-343-3548.